Planning Ahead - Help Your Clients Keep Control of Their Lives and Money if They Become Incapacitated
Date: Tuesday, November 21, 2023
Time: 5:15pm - 6:45pm
Location: Cataldo Globe Room, Gonzaga University
Speaker: Brad Stark, CFP; Brent T. Stanyer, J.D.
Planning Ahead
Help Your Clients Keep Control of Their Lives and Money if They Become Incapacitated
Brad Stark, CFP
Brent T. Stanyer, J.D.
Come learn about Seniors and Vulnerable Adults, planning for them and giving you ideas for your own practice:
- Plan Ahead
- Involve Family Members where possible
- Utilize “trusted contacts”
- Work with respective firm’s “Senior & Vulnerable Adult Protection Unit"
Brad Stark, CFP
U.S. Bancorp Investments, Inc.
Brent T. Stanyer, J.D.
Douglas Eden, P.S.
Cataldo, Globe Room
Gonzaga University Campus
(Map is available here)
Social Hour begins at 5:15pm
Dinner Buffet is served at 5:30pm
Speaker Begins at 6:00
Event ends at 7:00
Meeting will also be streamed via Zoom
Join Zoom Meeting
https://us06web.zoom.us/j/87508761715
Meeting ID: 875 0876 1715
Related Document(s):
